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Synopsys

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1301
Mowery & Schoenfeld Wealth Management
Illinois
$7.14K -$5.42K -12 -40%
WB
1302
Webster Bank
Connecticut
$7.14K – – –
HWP
1303
Highline Wealth Partners
California
$7.14K +$452 +1 +6%
CFM
1304
Cornerstone Financial Management
Massachusetts
$7.14K +$4.07K +9 +100%
GCP
1305
Gill Capital Partners
Colorado
$7.14K +$8.14K +18 New
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$6.74K +$5.42K +12 +240%
RWM
1307
RMG Wealth Management
Wisconsin
$6.71K +$5.88K +13 New
AF
1308
Align Financial
Minnesota
$6.34K -$3.39M -7,500 -100%
BOJHT
1309
Bank of Jackson Hole Trust
Wyoming
$6.34K – – –
LC
1310
Lavaca Capital
Texas
$6.34K – – –
AT
1311
Arlington Trust
Alabama
$6.34K +$1.36K +3 +23%
WIM
1312
Westside Investment Management
California
$6.33K – – –
EPIM
1313
Evelyn Partners Investment Management
$5.95K – – –
SA
1314
Scarborough Advisors
Maryland
$5.95K +$6.78K +15 New
ANBT
1315
American National Bank & Trust
Texas
$5.95K -$7.23K -16 -52%
ADL
1316
Asset Dedication LLC
California
$5.55K -$9.95K -22 -61%
VWA
1317
Valued Wealth Advisors
Utah
$5.55K -$452 -1 -7%
HFS
1318
Hughes Financial Services
Virginia
$5.55K +$3.16K +7 +100%
MCA
1319
McGuire Capital Advisors
Oklahoma
$5.55K +$5.88K +13 +1,300%
IAAG
1320
Innovative Asset Advisors Group
Connecticut
$5.55K +$6.33K +14 New
SMBT
1321
Southern Michigan Bank & Trust
Michigan
$5.55K +$6.33K +14 New
CWM
1322
Copia Wealth Management
Oregon
$5.15K – – –
MEG
1323
Millstone Evans Group
Colorado
$5.15K – – –
HHCP
1324
Hilton Head Capital Partners
South Carolina
$5.15K +$1.36K +3 +30%
TCM
1325
Triumph Capital Management
Colorado
$5.15K +$2.26K +5 +63%